Optibiotix Health Share Discussion Threads

[joyjoy13] 27/8/2017 23:48

I know this was shared on bulletin board here few days ago, but great to see it pop into my email account earlier today.
Means more folk on their mailing list will get this tip to digest ( if you pardon the pun ) over the bank holiday.
I'm thinking we're probably going to see a lot more buying...bearing in mind some folk will have to move cash perhaps around first, but, IMHO, we're definitely picking up momentum...
Time will tell...


Onefreesharetip.com
Optiobiotix - another day, another jigsaw piece slotted in - a full review: BUY says HotStockRockets


Another day sees another piece of good news from Optibiotix (LSE:OPTI) with the shares again ticking higher, to 72p, on the back of it. There is a lot more news in the pipeline, a lot more blue days to come in the next few weeks and months. So where are we now? Let's start by dispelling a myth or two....

[joyjoy13] 27/8/2017 23:42

Parob
Thanks for putting that list together, must of taken you ages.
Much appreciated.

[krobertson878] 27/8/2017 22:36

use your loaf

[owenmo] 27/8/2017 22:24

In hignsite spelt bread is soon forgotten, is it not?

[asterix96] 27/8/2017 19:56

Another one that people have difficulty with *spelled" or "spelt" past participle of spell.

[onedayrodders] 27/8/2017 18:18

With hindsight he would have spelled that right

[asterix96] 27/8/2017 18:09

Diamond - Hindsight is better!

[diamond fibre] 27/8/2017 17:48

Just back from my cruise, no computers or tablets, Glad to see share price going in the right direction, kicking my self that I did not buy another few when I was told we would move up, Hignsite is a wonderful thing. DIAMOND.

[parob] 27/8/2017 08:34

Sacco shouting about their attendance at Supply Side West on LinkedIn:

'Visit our booth in Las Vegas ! Sacco and CSL, companies of Sacco System, will be present at Supply Side West 2017, the world's leading ingredient and solutions tradeshow where science and strategy intersect.'

Out of the all of their partners and thousands of products (13280 to be precise) that they supply, they choose to co-exhibit with OPTI who are showcasing LP-LDL.

Last year was Sacco's very first year at Supply Side West:



They were on their own then but this year they co-exhibit with Optibiotix.

Checked out the interactive floorplan and we have a pretty central location (search Sacco if you want to see the position):



Sacco featured this week's global tie up news on their own website:



Great to be partnered with a professional ethical Italian family run business. I remember SOH saying at last year's investor presso that Italian business people are good to work with and quicker at making decisions:



Look at their values:



Last year Sacco Brazil moved to brand new facilities:



A good location for supplying the US market.

Here's the Sacco Brazil website:



Bet they're rubbing their hands.

[slartybartfaster] 26/8/2017 15:38

I particularly like the opening paras, it dispels the serial liars main argument.

Read it miachmouse.

The first myth being pushed by some, including we are ashamed to say one writer at ShareProphets, is that having a couple of RNS’s releases is a prelude to a fund raise. After a month or two of silence for a company as busy as this one to have a couple of announcements is hardly startling is it? Optibiotix plays by the rules and announces news when it is ready to be announced not as part of some cunning PR offensive. Moreover…

We remind you of what the company said in April: “Cashflow remains tightly controlled with a focus on building shareholder value through investment in R&D, and adding to our in-house and out-house IP. The Groups cash position remains strong at £3,115,366 (2015: £2,040,888) which is sufficient to fund its existing research and development programmes, extend technology platforms into other product and application areas, and support the sales and marketing of our pipeline of products.”

[lukead] 26/8/2017 13:56

...........Been posted before, but not on this thread.........

Another day sees another piece of good news from Optibiotix (OPTI) with the shares again ticking higher, to 72p, on the back of it. There is a lot more news in the pipeline, a lot more blue days to come in the next few weeks and months. So where are we now? Let's start by dispelling a myth or two.

The first myth being pushed by some, including we are ashamed to say one writer at ShareProphets, is that having a couple of RNS's releases is a prelude to a fund raise. After a month or two of silence for a company as busy as this one to have a couple of announcements is hardly startling is it? Optibiotix plays by the rules and announces news when it is ready to be announced not as part of some cunning PR offensive. Moreover...

We remind you of what the company said in April: "Cashflow remains tightly controlled with a focus on building shareholder value through investment in R&D, and adding to our in-house and out-house IP. The Groups cash position remains strong at £3,115,366 (2015: £2,040,888) which is sufficient to fund its existing research and development programmes, extend technology platforms into other product and application areas, and support the sales and marketing of our pipeline of products."

The company's cash burn is not great because it develops IP that others then produce product from paying Optibiotix back a royalty stream. So this company can scale up sales without any capex or indeed working capital draw. The cash pile is not going to be that much lower four months after that last statement. Indeed as sales pick up the move towards the inflexion point of achieving cash breakeven becomes ever closer. So THERE IS NO PLACING.

The Optibiotix business model is like that of ARM. License its range of products out territory by territory. If a partner really can bring massive sales clout it may gain an exclusive license. If not then it is just a license. As with ARM in its early days there is a lot of activity beneath the waterline which the market fails to pick up on, Suddenly the surface is broken and the scale of what is possible becomes apparent and the shares scoot ahead. We are close to that point.

This week we saw news that its LP (LDL) cholesterol and blood sugar reducing product will be launched at a 15,000 delegate strong US trade show, Supply Side West, in Las Vegas on 27-28 September. Optibiotix's partner in the US is Sacco. It was announced earlier in the week that the partnership on this product with Sacco was being extended from Europe to cover the whole planet. But the US market is worth $2.1 billion ( and is forecast to be worth $3.3 billion by 2021) and is the key target.

OptiBiotix will co-exhibit with Sacco and will present new product concepts, as well as launching existing products containing its cholesterol reducing strain (LP(LDL) (R)) at the show, including:-

CholBiome(R): a proprietary formulation containing LP(LDL) (R) to reduce cholesterol levels and blood pressure; and
CardioBiome(R): a proprietary formulation containing LP(LDL) (R) to reduce a wide range of cardiovascular disease factors and improve long term heart health.

Optiobiotix states that " The US launch of LP(LDL) (R), CholBiome(R) and CardioBiome(R) at Supply Side West is the first of a number of commercial steps taken to supply LP(LDL) (R) to food, beverage, consumer healthcare and pharmaceutical partners to be incorporated into final formulations and presentations for distribution and sale into the US market.

It added and this is they key point: Discussions continue to progress with corporate partners for the manufacture and distribution of products containing LP(LDL) (R) in the European, Asian and other international markets."

Expect news on this front soon. We already know that Optibiotix has agreements in place with P&G and Tata but at this stage neither are concreate sales deals. But we expect at least one of them to be converted to a maor sales deal well before Christmas.

Lp (LDL) is just one product. Optibiotix has a range of other products including Slimbiome which is already generating real revenues.

At 72p Optibiotix is valued at £55.8 million. If you look at its cash and its 2017 sales you will say that the valuation is generous. that is what folks said about ARM and boy did they miss out. The sales deals are starting to rack up and that means the point at which Optibiotix generates enough sales on a very high margin to cover its modest fixed costs is a lot closer than people think. It will be during 2018. Thereafter the operational gearing is massive.

We concede that right now there is not a lot of earnings visibility. Even the house broker FinnCap ( of Telit infamy) refuses to publish forecasts. That will change as you see some very big name sales deals announced this autumn and that will drive a really big re-rating.

The stance remains buy at up to 80p with a target to sell of well over 100p by Christmas.

[owenmo] 26/8/2017 12:41

Elrico, may I burden you with something. Met a guy last evening, evangelical in his enthusiasm for an organisation and it's raison d'etre: www.whatifwecare.com - invites: “Achieving elite health through nutrition” - has microbiome all over it. Products galore (shakes etc.) Elaborate forceful online marketing (expensive for most part) Direct competition it looks like. Could we (you!) ascertain from SOH where OPTI sits vis-a-vis this niche market player? Have we (or they) got an edge? My evangelical friend boasts complete and absolute freedom from erstwhile blood pressure and arthritis conditions.

[dire cons] 26/8/2017 11:33

Appeared in print also.

'A busy week for life sciences firm OptiBiotix Health continued with the news that it will launch a cholesterol and blood pressure lowering ingredient in the US next month at a Las Vegas trade show.

Shares rallied 2.2 per cent, or 1.5p, to 71p, and are up 15.1 per cent this week.'

[drago] 26/8/2017 11:05

even better

"didnt the share buyers in the 70s do well"

[1bokke] 26/8/2017 10:50

Not specifically about Opti, but it shows how much research is going on with the gut and we are right at the forefront of it.

[onedayrodders] 25/8/2017 21:07

Lets hope in a few years time when referring to SOH they say .. "Didn't he do well"

[2350220] 25/8/2017 21:05

Ha ha, I used to work on his Generation Game in the Television Theatre back in the day.
Nice to see you...
John

[europa79] 25/8/2017 20:54

Well, as Brucie would of said....."So much better than last week!"

[parob] 25/8/2017 19:01

More coverage today in the York Press:

Optibiotix hits the US



Let's see if a national picks up the story this weekend.